Using a Relationship Diagram

 

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1. Overview

The relationship diagram is used to display information about the relationships between data. While the other visualizations show many of the relationships implicitly within the visualization, the relationship diagram displays it explicitly.

2. Relationship Diagram.

The relationship diagram creates a graph that displays the links between values that exist in the data source. There are two types of items on a relationship diagram, Nodes and Links. The nodes are generated from the hierarchies that are placed in the Rows section of the Data Analysis Panel. Any data in Columns is not used in the visualization.

Data Analysis Panel when using a Relationship diagram
Data Analysis Panel when using a Relationship diagram

By default, the relationship diagram shows the hierarchal relationships in the data. Links are created from hierarchies in the Rows section and are displayed in a tree-like arrangement. The tree has links from parent nodes to child nodes in the hierarchy. A typical hierarchy will have a central “All” node with children connected to this node, and grandchildren connected to their parent.

A Relationship digram showing the hierarcal relationships in the data
A Relationship digram showing the hierarcal relationships in the data

To display other relationships between nodes, the data must have source node and target node pairs. By default, the hierarchies in Rows are added to the Source Name property in the Visualization tab of the Data Analysis Panel. Moving the target element from the Source Name to Target Name property will display the custom relationship.

A Relationship diagram showing relationships between nodes
A Relationship diagram showing relationships between nodes

As data associated with source/target pairs describe the links, it is not possible to associate other measures or hierarchy values from this Metric Set to the Node. To associate data with the Nodes, a second Metric Set must be associated with the visualization. This can be done in the Dashboard Designer.

The Relationship Diagram can indicate direction with an arrow placed on the link line. The direction is calculated from either parent to child, or from Source Name to Target Name. The Relationship Diagram can also be zoomed and panned to focus on particular areas of the diagram.

3. Creating a basic Relationship diagram

This creates a relationship diagram that looks like a tree, and is the default.

1. Create a new metric set and drag a hierarchy onto the metric set onto the rows.

Create a metric set and add a hierarchy
Create a metric set and add a hierarchy

2.Dragging multiple hierarchies or multiple levels from a hierarchy onto the rows will display the hierarchical relationships between them.

Adding a second hierarchy
Adding a second hierarchy

3. Re-visualize as a Relationship diagram.

Revisualize as a Relationship diagram
Revisualize as a Relationship diagram

3.1. Displaying relationships using Source and Target nodes

This modifies the above relationship diagram to display relationships between Source and Target nodes, and requires that the two hierarchies represent pairs of nodes.

1. Click on the Visualization button.

Click on the Visualization button in the Data Analysis Panel
Click on the Visualization button in the Data Analysis Panel

2. Drag the ‘target’ element from Source Name to Target Name. Remove it from the Source Name connection.

Drag the target measure to the Target Name property
Drag the target measure to the Target Name property

3.2. Associating data with Nodes using a second Metric Set

This associates data with the nodes in the dataset when using both Source Name and Target Name. A New Metric set is created and the names of the nodes must be the same as those used in the first Metric Set.

1. Rename the Metric Set to “Links”

2. Add the Visualization to a new Dashboard using the “Add to New Dashboard” button on the Toolbar

Click Add to New Dashboard button
Click Add to New Dashboard button

3. Create a new Metric Set using a table visualization with the Node Data, and name the Metric Set “Nodes”

Create a new Metric Set using a table
Create a new Metric Set using a table

4. Open the Dashboard created in step 2

5. Drag and Drop the “Nodes” Metric Set onto the visualization

Drag and drop the Nodes Metric Set onto the visualization
Drag and drop the Nodes Metric Set onto the visualization

6. Click on the Visualization button, select the Nodes Metric Set, and ensure that the Source Name is associated with an element containing the names of the nodes as used in the “Links” Metric Set

Associating Source Name with the Nodes using a second Metric Set
Associating Source Name with the Nodes using a second Metric Set

7. Change which data is displayed where, if desired, by dragging and dropping data

4. Settings

Some important properties that can be set for a relationship diagram in the Properties window.

Show Link Arrows – controls whether the links display an arrow indicating the direction.

Arrow Position – controls the position of the arrow, either the end of the link (Target Name end) or the middle of the link.

Arrow settings
Arrow settings
 

5. See also

Dundas Data Visualization, Inc.
500-250 Ferrand Drive
Toronto, ON, Canada
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North America: 1.800.463.1492
International: 1.416.467.5100

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